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New DR Brings Calgary Summer Growth to 55%

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Privest’s summer of expansion continues with the addition of dealing representative Daniel Morrow to its Calgary sales team.

Mr. Morrow began his financial services career in insurance, helping clients build comprehensive financial plans. His drive, enthusiasm and pursuit of unique investment opportunities have helped him build a robust and rapidly growing practice.

“My clients are looking for a wider selection of one-of-a-kind alternative investments. After investigating several options, I felt that Privest offered the best range of opportunities and their commitment to excellence in customer service and due diligence matched my own rigorous process,” commented Mr. Morrow.  “I am proud to be a part of the Privest team.”

Privest has experienced rapid growth over the past four months, attracting experienced and new advisors from all over the country.  In just four short months, they have grown the Calgary sales team by 55%.

Commenting on this, CEO Rick Couronne stated “Great products coupled with a robust sales support program and a strong commitment to customer service excellence has made us an attractive partner. We expect to continue our expansion into the Fall as we continue to rollout exclusive new products, attracting both advisors and new clients.”

 When not helping clients build comprehensive financial plans, Daniel likes to develop new recipes, having worked as a top chef for over 8 years.

Daniel can be reached at 587.894.6169 or daniel.morrow@serenityfa.ca

Interested in joining our winning team? Contact our CEO, Rick Couronne at Rick@privest.ca to learn more.